Modus Planning

If you missed last week's webinar: Your 2025 CPG Blueprint on Navigating Challenges, Driving Growth, and Building Unity - with Ryan, Torrey, and Ryan Byrd joining us from RISE Brewing Co., it was 🔥🔥 Thank you Ryan B 🙏 🙏 When it comes to market strategies and best practices going into 2025, the webinar was FULL of actionable insights -- there was a ton to unpack. 💡 Here are just few key takeaways, to help get you started this new year on a path to success and sustainable growth: 1. Cross-Functional Alignment : ✅ Establish a formal cross-functional team to oversee alignment initiatives between departments and to avoid miscommunication and operational misalignment. 2. Communication and S&OP Process: ✅ Implement regular, cross-departmental S&OP meetings to ensure consistent information flow, effective communication, strategic alignment, and company-wide accountability. 3. Data Utilization & Technology to Drive Operational Efficiencies: ✅ Prioritize enhanced integration of technology to improve data visibility and operational efficiencies. This allows you to focus on improving COGS, reducing operational wastage and driving better financial performance. 4. Quarterly Performance Reviews & KPI Tracking: ✅ Conduct quarterly reviews, focusing on key metrics (such as damages, returns, and shrink) to ensure alignment with strategic priorities and evaluate operational performance. 5. Supplier & 3PL Partnerships: ✅ Develop and maintain strategic relationships with key suppliers and 3PL partners based on long-term reliability and technology offerings, with an emphasis on contract negotiation, performance tracking, and maintaining accountability with 3PLs. 6. Inventory Management: ✅ Improve mechanisms for tight inventory management and feedback loops to optimize cash flow and reduce liabilities. 7. Freight Management: ✅ Continue to refine and manage freight costs through strategic planning and use of a TMS to control costs effectively. 8. Supply Chain Contingency Planning: ✅ Focus on intelligent supply chain design and contingency planning for high-risk regions. Having a single source of truth gives precise insight and visibility needed into your business to navigate volatility, market fluctuations, and identifying risks and opportunities, such as tariffs. 9. Building Buyer Trust & Relationships: ✅ Invest in trust-building activities with buyers, such as accurate forecasting and right-sizing orders, to build strong, trustworthy relationships through ensured order optimization. 10. Revenue Growth Strategies: ✅ Adopt a data-driven decision making process, so teams are able to align cross-functionally, focusing on strategic planning and enhanced operational performance to achieve net revenue growth. Listen in on the full webinar here: https://lnkd.in/gG7dHXb3 #supplychain #efficiency #cpg #cpgindustry #sales #ops #leadership #sop #kpi #revenue #growth #scaling

Thanks to Tom Binder and the team for spreading some holiday cheer! 🎄🎁 We love seeing brands like The Real Cereal Company capture hearts (and taste buds 😋) with their simple ingredients, nostalgic packaging, and passion for creating better food options. Founded by a team determined to bring back clean, honest, and delicious cereals, The Real Cereal Company is already making waves with their gluten-free and diet-conscious products. Keep an eye out for them at your local retailer—they’re sure to disrupt the cereal aisle as they continue to grow! At Modus Planning, we’re passionate about supporting startup brands as they gear up to expand distribution, providing them with the foundation needed for sustainable, long-term growth. ✌️ #CPGBrands #StartupSuccess #SustainableGrowth #TeamModus #Sales #Ops #ScaleUp #FoodAndBeverage #Retail

Happening today at 1230 EST: Your 2025 CPG Blueprint 🗺️ 🧐 Registration link below 👇 If you are looking to mitigate risks, capitalize on opportunities, and streamline internal processes, you won't want to miss these key insights and strategies your brand needs to thrive in CPG -- Join Ryan Moore and Torrey Kolesar from #ModusPlanning and Ryan Byrd from RISE Brewing Co. in this conversation! Key topics will include: ⚫ Supply Chain Strategies: Understand how tariffs, pricing dynamics, and expanded trade programs will influence demand and uncover opportunities to strengthen your supply chain. ⚫ Optimizing 3PL and Coman Relationships: Learn the contract terms to watch for, how to measure performance effectively, and how to address underperformance before it impacts your bottom line. ⚫ Cross-Functional Excellence: Explore best practices for aligning sales, operations, and finance teams through collaborative planning, interpreting key data, and leveraging the right tools for success. Save your spot here! https://lnkd.in/ew498DB5 #webinar #cpg #cpgindustry #crossfunctionalcollaboration #sales #ops #finance #supplychain #foodandbeverage

🚨 Breaking Retail News 🚨 After a three-week trial, a federal judge in Oregon has issued a temporary injunction blocking Kroger’s $24.6 billion acquisition of Albertsons. The decision aligns with the Biden administration’s antitrust stance, arguing that the merger could stifle competition and lead to higher prices for consumers. Combined, Kroger and Albertsons would have controlled approximately 11% of the U.S. grocery market—half the size of Walmart. The court sided with the FTC’s view that Kroger’s dominance, even with the planned divestiture of 579 stores to C&S Wholesale Grocers, would undermine fair competition. Kroger aimed to lower prices in Albertsons stores, which are typically 10–12% higher than Kroger’s. However, this decision underscores the importance of preserving competition—not only to protect consumers but also to support smaller retail businesses and prevent market monopolization. As these two grocers navigate their next steps, they may need to shift focus to internal efficiencies, store profitability, or even closures of underperforming locations. For CPG & retail brands, this creates uncertainty—but also a critical reminder 🧐: having granular visibility into your business has never been more important to staying competitive and ensuring your products remain on shelves. What are your thoughts on this development? We’d love to hear your perspective in the comments below 👇 #RetailNews #GroceryIndustry #Antitrust #MergersAndAcquisitions #BusinessStrategy #Kroger #Albertsons 🔗 Full article below

📣 Calling all CPG sales, ops, & finance folks 📣 You won't want to miss this FREE WEBINAR THIS FRIDAY !! The landscape of CPG operations is evolving, and staying ahead requires proactive strategies and a strong cross-functional approach. This webinar designed to empower cross-functional CPG teams with actionable insights to navigate 2025's unique challenges and opportunities, and how to stay competitive. Join Torrey Kolesar and Ryan Moore from Modus Planning and Ryan Byrd from RISE Brewing Co. discuss some of these key topics: ⚫ Supply Chain Strategies for 2025: Understand how tariffs, pricing dynamics, and expanded trade programs will influence demand and uncover opportunities to strengthen your supply chain. ⚫ Optimizing 3PL and Coman Relationships: Learn the contract terms to watch for, how to measure performance effectively, and how to address underperformance before it impacts your bottom line. ⚫ Cross-Functional Excellence: Explore best practices for aligning sales, operations, and finance teams through collaborative planning, interpreting key data, and leveraging the right tools for success. Why Attend? Whether you're looking to mitigate risks, capitalize on opportunities, or streamline internal processes, this webinar will provide the insights and strategies you need to thrive in the CPG industry. 👇 Reserve your spot today and set your team up for success! 👇

Forecasting is officially a team sport ⚡ 🙌 —and Fishwife is playing to win! 🏆 Huge congratulations to Pierre Jamet and the entire Fishwife team for breaking records and setting the bar for best-in-class planning and growth. We’re honored that Modus Planning is part of your incredible journey. 🙏💡 Here’s to even more wins and a record breaking year ahead! 🚀 📈 #Teamwork #ForecastingSuccess #ModusPlanning #cpg #singlesourceoftruth #sales #ops #finance

Did you know?? 👇 Up to 50% of a finance team's time is spent reconciling data across spreadsheets and systems, according to a Deloitte study. That’s valuable time lost to manual processes instead of driving strategic growth initiatives. 💡 With a single source of truth, teams can eliminate inefficiencies, make smarter decisions, and focus on the activities that truly move the needle. How much time could your team save by adopting #ModusPlanning? Let's discuss! #finance #cpg #growth #scaling #strategy #singlesourceoftruth

Cheers to proactive planning and scaling success- Thank you Pierre Jamet for all the support! 🎉 We’re beyond excited to recently welcome Fishwife to the Modus Planning family and be able to celebrate with them a record-breaking November. As a brand with vision and strategy, Fishwife embodies the value of proactive planning to ensure smarter decisions and future growth. 💡 Appreciate the shoutout—it’s an honor to support innovative teams like yours. Here's to celebrating even more milestones together! 🍻 🚀 #CPGPlanning #profitability #TradeSpendManagement #ModusPlanning #ScalingBrands #cpg #datadriven

From spreadsheets to streamlined success! 📈 Thank you, Caroline Gartshore from Actual Veggies, for sharing how Modus Planning has transformed your team’s workflow. 🙏 🌱 💚 🙏 For growing brands like Actual Veggies, efficiency + collaboration are key to unlocking potential. 💡 At Modus, we work with #CPG brands to: 🌟 Streamline processes and lead with data-driven strategies 🌟 Centralize data for a Single Source of Truth across your sales, ops, & finance teams, bringing visibility you need for your brand 🌟 Empowering teams to scale smarter -- and more profitably Working with amazing clients like Actual Veggies, who embrace best-in-class practices, inspires us daily to transform the way planning happens in CPG. Are you ready to eliminate spreadsheet chaos and take your planning to the next level? Let’s connect!! #CPGSuccess #DataDrivenDecisions #Collaboration #ModusPlanning #scaling #brands #retail #foodandbeverage

🎥 How Do Leading Brands Avoid Out-of-Stocks During the Holidays? As peak holiday sales approach, there’s one thing every brand dreads: out-of-stock products. 🚫❄️ 📽 Here is a short clip as our CEO, Ryan Moore, breaks down why forward managing distributor orders is critical for ensuring your products are always on shelves when it matters most. 📦✨ Having data-driven insights and visibility at the retailer level isn’t just a nice-to-have—it’s the backbone of seamless sales and operations execution. When brands anticipate demand, optimize inventory, and align their supply chain strategies with retailer realities, they’re not just avoiding OOS—they’re building trust, driving sales, and keeping customers loyal. 💪 At Modus, we help brands turn OOS challenges into opportunities by: ✅ Identifying demand patterns with precision ✅ Anticipating lift from promotions or seasonal surges ✅ Aligning distributor orders with retail-level sales forecasts We'd like to help you make every holiday season your most prepared (and profitable) yet. 🎁 Listen to the full podcast here: Modern Strategies for Revenue Growth & Efficiency in CPG with Ryan Moore from Modus Planning, Dylan Barbour from Vizer and Jordan Tetrick from Satellite Spotify https://lnkd.in/gRBJMBTr Apple https://lnkd.in/gzar7pdt Let us know 👉 What are your biggest challenges in managing seasonal inventory? #HolidayPlanning #CPGIndustry #OutOfStock #DataDrivenPlanning #ModusPlanning #SalesAndOperationsAlignment #retail #holidaysales #seasonal #foodandbeverage #OOS